natalie trunow

natalie trunow

chief executive officer

Country

united states

City

bethesda

Industry

investment management

Skill

equities, alternative investments, asset management, portfolio management, investments, investment strategies, hedge funds, asset allocation, investment management, securities, equity research, mutual funds, capital markets, private equity, bloomberg, valuation, asset managment, series 7, financial modeling, risk management, trading, fixed income, emerging markets

Experience

investment management firm

strategy advisor

investment management firm

2015-12 - Present · 10 yrs 10 mos

Provide strategy and implementation advise on investment process, products, positioning and M&A

subsidiary of fortune 500 company

board of directors

subsidiary of fortune 500 company

2016-9 - Present · 10 yrs 1 mo
guidewell financial solutions (aka cccs of md & de, inc.)

board of directors

guidewell financial solutions (aka cccs of md & de, inc.)

2017-1 - Present · 9 yrs 9 mos

Chair, Audit Committee. Member, Executive Committee.

millennial portfolio solutions

chief executive officer

millennial portfolio solutions

2016-1 - Present · 10 yrs 9 mos

Investment Management and Consulting

health care services for children with special needs

board of directors, investment committee

health care services for children with special needs

2010-1 - Present · 16 yrs 9 mos
calvert investments

chief investment officer, equities also responsible for asset allocation and volatility managed funds

calvert investments

2008-8 - 2016-1 · 7 yrs 6 mos

Responsible for Equity, Asset Allocation, Volatility Managed Strategies and Sub-advised Equity and Fixed Income strategies. Oversee in-house and sub-advised portfolios.

calvert investments

svp, head of equities

calvert investments

2008-8 - 2009-4 · 9 mos

Supervise Equity Department including Sub-Advisory and In-House Equity Management. Manage in-house portfolios of equities and asset allocation strategies using futures, options, ETFs and mutual funds of equities, fixed income and multi-manager funds.

owen and davis

research analyst

owen and davis

1994-1 - 1995-1 · 1 yr 1 mo
pwc

consultant

pwc

1992-1 - 1994-1 · 2 yrs 1 mo
merrill lynch

analyst - intern

merrill lynch

1991-1 - 1992-12 · 2 yrs

High Networth Client Group

moscow institute of world economy and international relations

research assistant

moscow institute of world economy and international relations

1985-1 - 1989-1 · 4 yrs 1 mo
gm asset management

section head, alternative global equity and portfolio manager, small cap growth equity

gm asset management

1997-6 - 2008-8 · 11 yrs 3 mos

Create and implemente in-house Small Cap Growth and Large Cap Equity strategies.

Education

nyu stern school of business

nyu stern school of business

finance

1995-1 - 1997-1 · 2 yrs 1 mo
nyu stern school of business

nyu stern school of business

economics

1990-1 - 1992-1 · 2 yrs 1 mo
lomonosov moscow state university (msu)

lomonosov moscow state university (msu)

economics

1985-1 - 1989-1 · 4 yrs 1 mo
bauman moscow state technical university

bauman moscow state technical university

engineering

1984-1 - 1985-1 · 1 yr 1 mo

natalie trunow's Contact Information

Email

******@***.com

Phone

(**) *** ****

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